Breaking: WealthPlan’s Dividend Aristocrat Portfolio Receives 5-Star Rating by Morningstar

August 1st, 2022

WealthPlan Group’s Dividend Aristocrat Portfolio has received a 5-star rating by Morningstar. (Sec Id: F00001DL2C)

Morningstar’s risk rating ranges from 1 to 5 based on past performance. A 5-star rating highlights that a Separate Account Portfolio has been a top performer in the market measured by risk-adjusted returns. The ranking is based on, “variations in a Separate Account Portfolio’s monthly returns—with an emphasis on downside variations—as compared to similar portfolios.”

About WealthPlan’s Dividend Aristocrat Portfolio (DAP)

WealthPlan Group’s Dividend Aristocrat Portfolio is an all-equity strategy that invests in individual companies with track records of recurrent and prospective dividend growth seeking to provide a consistent, rising income stream over the investment horizon. The strategy predominately invests in companies that have paid and raised dividends for 25+ straight years. This strategy is designed for investors with a longer-term time horizon and above-average risk tolerance.

It’s designed for a long-term strategy focusing on the compounding effect of dividend growth. Growing dividend payments helps to offset inflation or purchasing power of the income stream over the investment horizon. Dividend growers and initiators have historically shown higher returns with less volatility than companies that do not grow or pay dividends. (Source: Hartford Funds)

Past performance does not guarantee future results. Indices are unmanaged and not available for direct investment. Dividend-paying stocks are not guaranteed to outperform non-dividend paying stocks in a declining, flat, or rising market. For illustrative purposes only. Data source: Morningstar and Hartford Funds. 12/21


Get to Know WealthPlan Group

WealthPlan Group provides tailor-fit investing solutions to help advisors improve the research quality and ease of their investing. From beginning to end, we will consult with you to offer you deep insights into a suitable investment strategy for every client you serve. To learn more about WealthPlan Group’s Dividend Aristocrat Portfolio, use the Sec Id F00001DL2C.

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All performance referenced is historical and is no guarantee of future results. Securities investing involves risk, including loss of principal. An investor cannot invest directly in an index. Advisory services offered through WealthPlan Investment Management, a subsidiary Registered Investment Advisor of WealthPlan Group, LLC.